Ziegler Management Group Ltd.
Plan context: Ziegler Management Group Ltd. 401(K) Profit Sharing Plan
EIN 58-2537930 • Huntington Bay, NY • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,988,829
2024 Contributions
$377,963
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $4,988,829 | $377,963 | $188,982iApproximate average salary by contribution assumption: employee only about $4,724,538 at 4% or $3,149,692 at 6%; with 50% employer match about $3,149,692 at 4% or $2,099,794 at 6%; with 100% employer match about $2,362,269 at 4% or $1,574,846 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 2 | $2,527,125 | $152,850 | $76,425iApproximate average salary by contribution assumption: employee only about $1,910,625 at 4% or $1,273,750 at 6%; with 50% employer match about $1,273,750 at 4% or $849,167 at 6%; with 100% employer match about $955,313 at 4% or $636,875 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 2 | $2,461,704 | $225,113 | $112,557iApproximate average salary by contribution assumption: employee only about $2,813,913 at 4% or $1,875,942 at 6%; with 50% employer match about $1,875,942 at 4% or $1,250,628 at 6%; with 100% employer match about $1,406,956 at 4% or $937,971 at 6%. |
| 2023 | 2 | 3 | $8,842,704 | $498,585 | $166,195iApproximate average salary by contribution assumption: employee only about $4,154,875 at 4% or $2,769,917 at 6%; with 50% employer match about $2,769,917 at 4% or $1,846,611 at 6%; with 100% employer match about $2,077,438 at 4% or $1,384,958 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $4,627,748 | $314,585 | $104,862iApproximate average salary by contribution assumption: employee only about $2,621,542 at 4% or $1,747,694 at 6%; with 50% employer match about $1,747,694 at 4% or $1,165,130 at 6%; with 100% employer match about $1,310,771 at 4% or $873,847 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $4,214,956 | $184,000 | $61,333iApproximate average salary by contribution assumption: employee only about $1,533,333 at 4% or $1,022,222 at 6%; with 50% employer match about $1,022,222 at 4% or $681,481 at 6%; with 100% employer match about $766,667 at 4% or $511,111 at 6%. |
| 2022 | 2 | 3 | $7,024,236 | $478,631 | $159,544iApproximate average salary by contribution assumption: employee only about $3,988,592 at 4% or $2,659,061 at 6%; with 50% employer match about $2,659,061 at 4% or $1,772,707 at 6%; with 100% employer match about $1,994,296 at 4% or $1,329,531 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $3,799,174 | $312,506 | $104,169iApproximate average salary by contribution assumption: employee only about $2,604,217 at 4% or $1,736,144 at 6%; with 50% employer match about $1,736,144 at 4% or $1,157,430 at 6%; with 100% employer match about $1,302,108 at 4% or $868,072 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $3,225,062 | $166,125 | $55,375iApproximate average salary by contribution assumption: employee only about $1,384,375 at 4% or $922,917 at 6%; with 50% employer match about $922,917 at 4% or $615,278 at 6%; with 100% employer match about $692,188 at 4% or $461,458 at 6%. |
| 2021 | 2 | 3 | $8,080,547 | $480,899 | $160,300iApproximate average salary by contribution assumption: employee only about $4,007,492 at 4% or $2,671,661 at 6%; with 50% employer match about $2,671,661 at 4% or $1,781,107 at 6%; with 100% employer match about $2,003,746 at 4% or $1,335,831 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $4,084,283 | $313,899 | $104,633iApproximate average salary by contribution assumption: employee only about $2,615,825 at 4% or $1,743,883 at 6%; with 50% employer match about $1,743,883 at 4% or $1,162,589 at 6%; with 100% employer match about $1,307,913 at 4% or $871,942 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $3,996,264 | $167,000 | $55,667iApproximate average salary by contribution assumption: employee only about $1,391,667 at 4% or $927,778 at 6%; with 50% employer match about $927,778 at 4% or $618,519 at 6%; with 100% employer match about $695,833 at 4% or $463,889 at 6%. |
| 2020 | 2 | 3 | $6,794,515 | $476,338 | $158,779iApproximate average salary by contribution assumption: employee only about $3,969,483 at 4% or $2,646,322 at 6%; with 50% employer match about $2,646,322 at 4% or $1,764,215 at 6%; with 100% employer match about $1,984,742 at 4% or $1,323,161 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $3,455,099 | $311,338 | $103,779iApproximate average salary by contribution assumption: employee only about $2,594,483 at 4% or $1,729,656 at 6%; with 50% employer match about $1,729,656 at 4% or $1,153,104 at 6%; with 100% employer match about $1,297,242 at 4% or $864,828 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $3,339,416 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2019 | 2 | 3 | $5,304,900 | $472,259 | $157,420iApproximate average salary by contribution assumption: employee only about $3,935,492 at 4% or $2,623,661 at 6%; with 50% employer match about $2,623,661 at 4% or $1,749,107 at 6%; with 100% employer match about $1,967,746 at 4% or $1,311,831 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $2,813,685 | $313,709 | $104,570iApproximate average salary by contribution assumption: employee only about $2,614,242 at 4% or $1,742,828 at 6%; with 50% employer match about $1,742,828 at 4% or $1,161,885 at 6%; with 100% employer match about $1,307,121 at 4% or $871,414 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $2,491,215 | $158,550 | $52,850iApproximate average salary by contribution assumption: employee only about $1,321,250 at 4% or $880,833 at 6%; with 50% employer match about $880,833 at 4% or $587,222 at 6%; with 100% employer match about $660,625 at 4% or $440,417 at 6%. |
| 2018 | 2 | 3 | $3,984,312 | $462,618 | $154,206iApproximate average salary by contribution assumption: employee only about $3,855,150 at 4% or $2,570,100 at 6%; with 50% employer match about $2,570,100 at 4% or $1,713,400 at 6%; with 100% employer match about $1,927,575 at 4% or $1,285,050 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $2,151,227 | $312,968 | $104,323iApproximate average salary by contribution assumption: employee only about $2,608,067 at 4% or $1,738,711 at 6%; with 50% employer match about $1,738,711 at 4% or $1,159,141 at 6%; with 100% employer match about $1,304,033 at 4% or $869,356 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $1,833,085 | $149,650 | $49,883iApproximate average salary by contribution assumption: employee only about $1,247,083 at 4% or $831,389 at 6%; with 50% employer match about $831,389 at 4% or $554,259 at 6%; with 100% employer match about $623,542 at 4% or $415,694 at 6%. |
| 2017 | 2 | 3 | $3,765,257 | $449,913 | $149,971iApproximate average salary by contribution assumption: employee only about $3,749,275 at 4% or $2,499,517 at 6%; with 50% employer match about $2,499,517 at 4% or $1,666,344 at 6%; with 100% employer match about $1,874,638 at 4% or $1,249,758 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $1,914,072 | $309,713 | $103,238iApproximate average salary by contribution assumption: employee only about $2,580,942 at 4% or $1,720,628 at 6%; with 50% employer match about $1,720,628 at 4% or $1,147,085 at 6%; with 100% employer match about $1,290,471 at 4% or $860,314 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $1,851,185 | $140,200 | $46,733iApproximate average salary by contribution assumption: employee only about $1,168,333 at 4% or $778,889 at 6%; with 50% employer match about $778,889 at 4% or $519,259 at 6%; with 100% employer match about $584,167 at 4% or $389,444 at 6%. |
| 2016 | 2 | 3 | $2,785,844 | $444,209 | $148,070iApproximate average salary by contribution assumption: employee only about $3,701,742 at 4% or $2,467,828 at 6%; with 50% employer match about $2,467,828 at 4% or $1,645,219 at 6%; with 100% employer match about $1,850,871 at 4% or $1,233,914 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $1,432,160 | $308,715 | $102,905iApproximate average salary by contribution assumption: employee only about $2,572,625 at 4% or $1,715,083 at 6%; with 50% employer match about $1,715,083 at 4% or $1,143,389 at 6%; with 100% employer match about $1,286,313 at 4% or $857,542 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $1,353,684 | $135,494 | $45,165iApproximate average salary by contribution assumption: employee only about $1,129,117 at 4% or $752,744 at 6%; with 50% employer match about $752,744 at 4% or $501,830 at 6%; with 100% employer match about $564,558 at 4% or $376,372 at 6%. |
| 2015 | 2 | 4 | $2,190,001 | $328,229 | $82,057iApproximate average salary by contribution assumption: employee only about $2,051,431 at 4% or $1,367,621 at 6%; with 50% employer match about $1,367,621 at 4% or $911,747 at 6%; with 100% employer match about $1,025,716 at 4% or $683,810 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 4 | $1,142,044 | $128,229 | $32,057iApproximate average salary by contribution assumption: employee only about $801,431 at 4% or $534,288 at 6%; with 50% employer match about $534,288 at 4% or $356,192 at 6%; with 100% employer match about $400,716 at 4% or $267,144 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $1,047,957 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2014 | 2 | 5 | $1,880,126 | $327,257 | $65,451iApproximate average salary by contribution assumption: employee only about $1,636,285 at 4% or $1,090,857 at 6%; with 50% employer match about $1,090,857 at 4% or $727,238 at 6%; with 100% employer match about $818,143 at 4% or $545,428 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 5 | $1,016,257 | $122,259 | $24,452iApproximate average salary by contribution assumption: employee only about $611,295 at 4% or $407,530 at 6%; with 50% employer match about $407,530 at 4% or $271,687 at 6%; with 100% employer match about $305,648 at 4% or $203,765 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $863,869 | $204,998 | $68,333iApproximate average salary by contribution assumption: employee only about $1,708,317 at 4% or $1,138,878 at 6%; with 50% employer match about $1,138,878 at 4% or $759,252 at 6%; with 100% employer match about $854,158 at 4% or $569,439 at 6%. |
| 2013 | 2 | 5 | $1,481,135 | $317,608 | $63,522iApproximate average salary by contribution assumption: employee only about $1,588,040 at 4% or $1,058,693 at 6%; with 50% employer match about $1,058,693 at 4% or $705,796 at 6%; with 100% employer match about $794,020 at 4% or $529,347 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 5 | $857,755 | $116,308 | $23,262iApproximate average salary by contribution assumption: employee only about $581,540 at 4% or $387,693 at 6%; with 50% employer match about $387,693 at 4% or $258,462 at 6%; with 100% employer match about $290,770 at 4% or $193,847 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $623,380 | $201,300 | $67,100iApproximate average salary by contribution assumption: employee only about $1,677,500 at 4% or $1,118,333 at 6%; with 50% employer match about $1,118,333 at 4% or $745,556 at 6%; with 100% employer match about $838,750 at 4% or $559,167 at 6%. |
| 2012 | 2 | 4 | $967,260 | $269,500 | $67,375iApproximate average salary by contribution assumption: employee only about $1,684,375 at 4% or $1,122,917 at 6%; with 50% employer match about $1,122,917 at 4% or $748,611 at 6%; with 100% employer match about $842,188 at 4% or $561,458 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 4 | $585,829 | $69,500 | $17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 2 | $381,431 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2011 | 2 | 4 | $587,483 | $248,974 | $62,244iApproximate average salary by contribution assumption: employee only about $1,556,088 at 4% or $1,037,392 at 6%; with 50% employer match about $1,037,392 at 4% or $691,594 at 6%; with 100% employer match about $778,044 at 4% or $518,696 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 4 | $434,592 | $98,074 | $24,519iApproximate average salary by contribution assumption: employee only about $612,963 at 4% or $408,642 at 6%; with 50% employer match about $408,642 at 4% or $272,428 at 6%; with 100% employer match about $306,481 at 4% or $204,321 at 6%. |
| Ziegler Management Group Ltd. Cash Balance Plan | - | 3 | $152,891 | $150,900 | $50,300iApproximate average salary by contribution assumption: employee only about $1,257,500 at 4% or $838,333 at 6%; with 50% employer match about $838,333 at 4% or $558,889 at 6%; with 100% employer match about $628,750 at 4% or $419,167 at 6%. |
| 2010 | 1 | 4 | $361,193 | $100,809 | $25,202iApproximate average salary by contribution assumption: employee only about $630,056 at 4% or $420,038 at 6%; with 50% employer match about $420,038 at 4% or $280,025 at 6%; with 100% employer match about $315,028 at 4% or $210,019 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 4 | $361,193 | $100,809 | $25,202iApproximate average salary by contribution assumption: employee only about $630,056 at 4% or $420,038 at 6%; with 50% employer match about $420,038 at 4% or $280,025 at 6%; with 100% employer match about $315,028 at 4% or $210,019 at 6%. |
| 2009 | 1 | 3 | $223,774 | $76,875 | $25,625iApproximate average salary by contribution assumption: employee only about $640,625 at 4% or $427,083 at 6%; with 50% employer match about $427,083 at 4% or $284,722 at 6%; with 100% employer match about $320,313 at 4% or $213,542 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 3 | $223,774 | $76,875 | $25,625iApproximate average salary by contribution assumption: employee only about $640,625 at 4% or $427,083 at 6%; with 50% employer match about $427,083 at 4% or $284,722 at 6%; with 100% employer match about $320,313 at 4% or $213,542 at 6%. |
| 2008 | 1 | 2 | $103,122 | $74,283 | $37,142iApproximate average salary by contribution assumption: employee only about $928,538 at 4% or $619,025 at 6%; with 50% employer match about $619,025 at 4% or $412,683 at 6%; with 100% employer match about $464,269 at 4% or $309,513 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 2 | $103,122 | $74,283 | $37,142iApproximate average salary by contribution assumption: employee only about $928,538 at 4% or $619,025 at 6%; with 50% employer match about $619,025 at 4% or $412,683 at 6%; with 100% employer match about $464,269 at 4% or $309,513 at 6%. |
| 2007 | 1 | 2 | $51,750 | $51,750 | $25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%. |
| Ziegler Management Group Ltd. 401(K) Profit Sharing Plan | - | 2 | $51,750 | $51,750 | $25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%. |